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Anderes Finanzberatung Switzerland Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Profidata Group Legacy Profidata e-AMIS Customer Management CRM and Investor Relationship Management Investment Management n/a 2014 2014
In 2014, Anderes Finanzberatung AG implemented Profidata e-AMIS Customer Management. Profidata e-AMIS Customer Management is a CRM and Investor Relationship Management application deployed to streamline investment processes, portfolio analyses and client reporting across the firm's Swiss operations. The deployment concentrated on portfolio management and reporting capabilities, centralizing portfolio data, standardizing reporting templates and enabling investor relationship workflows for advisory activities. Configuration emphasized portfolio management, reporting automation and client relationship functionality, delivering consolidated portfolio views, scheduled report generation and structured client communications. Operational scope covered advisory and client reporting functions within Switzerland, and the implementation restructured front office reporting workflows to provide a single source of portfolio information for advisers. The firm cites the e-AMIS portfolio management and reporting capabilities as central to faster, more transparent client reporting and more efficient operations.
Portfolio and Investment Management Investment Management 2021 2021
Portfolio and Investment Management Investment Management 2014 2014
Trade Order Management System (TOMS) Investment Management 2014 2014
IT Decision Makers and Key Stakeholders at Anderes Finanzberatung Switzerland
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Anderes Finanzberatung Switzerland Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Anderes Finanzberatung Switzerland Technographics

Anderes Finanzberatung Switzerland is a Banking and Financial Services organization based in Switzerland, with around 10 employees and annual revenues of $2.0 million.

Anderes Finanzberatung Switzerland operates a diverse technology stack with applications such as Profidata e-AMIS Customer Management, covering areas like CRM and Investor Relationship Management.

Anderes Finanzberatung Switzerland has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Profidata Group.

Anderes Finanzberatung Switzerland recently adopted applications including Profidata e-AMIS in 2021, Profidata e-AMIS Customer Management in 2014 and Profidata e-AMIS Strategy in 2014, highlighting its ongoing modernization strategy.

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